Template Catalogue

The Template Catalogue provides a convenient way to browse and select from our library of ready-to-go inspection templates. These templates are professionally designed and compliant with Australian and New Zealand standards.

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Accessing the Template Catalogue

Open the Template Catalogue to browse all available ready-to-go templates.

You can also access it from the Templates page by clicking the "Browse Catalogue" button in the page header.

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Browsing Templates

Industry Filters

The catalogue is organised by inspection types. Use the left sidebar to filter templates by industry:

• All Types - View all available templates across all industries
• Building - Building inspection templates
• New Home Construction - New home and staged inspection templates
• Pest - Pest and timber inspection templates
• Pool & Spa - Pool and spa safety inspection templates
• Electrical - Electrical safety inspection templates
• Plumbing - Plumbing and compliance inspection templates

The industry filter buttons display the number of available templates for each category, making it easy to see what's available.

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Using a Template

Preview & Customise

When you find a template that suits your needs:

1. Click the Preview & Customise button on the template card
2. The template will open in the Template Builder
3. Review the sections and fields
4. Make any necessary customisations:
   • Add or remove sections
   • Modify field labels
   • Adjust inspection points
   • Update agreement or terms
5. Click Save to add the template to your account

Starting from Scratch

If you prefer to build your own template, click the New Blank Template button in the page header. This opens an empty template in the Template Builder where you can build your template from the ground up using drag-and-drop fields.

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Customising Templates

After selecting a template from the catalogue, you can customise it to suit your specific needs:

Add Custom Sections

Include additional areas specific to your inspections. For example, you might add sections for:

• Local compliance requirements
• Additional inspection areas
• Client-specific checkpoints
• Company-specific documentation

Modify Fields

Change labels, add new fields, or remove unnecessary ones. The Template Builder gives you complete control over every field in your template.

Update Agreement Text

Customise the inspection agreement to match your business terms and conditions. You can update the agreement text, terms and conditions, and any disclaimers.

Set Default Values

Pre-fill fields with common responses to speed up your inspection process. This is particularly useful for status fields and standard comments.